Category: Advisor Insights

Last week the Fed announced efforts to purchase individual corporate bonds and advisors began putting the most cash back to work with fixed income asset classes again leading the way...

Last week was a continuation of the new “normal” as advisors favored non-risky assets with increased attention centered on intermediate fixed income – even at today’s historically low rates...

Last week was a marked change for advisors with investment activity shifting back to fixed income categories...

Last week was one of the “slowest” weeks of the year in terms of investment activity with three noteworthy insights...

Last week was a return to “normal” for advisor activities. Trading volume was close to the average seen in 2019. Advisors were neutral on risk – more risky and less risky investments were both near net zero in flows...

This week looked a lot like the previous week. Trading activity and changes to client’s goals and objectives were both consistent relative to last week. Less risky asset styles had no net inflows or outflows and more risky assets flows saw modest outflows.

Last week was closer to “normal”, if we define normal as 2019 and early 2018 trends. This week, trading activity and changes to client’s goals and objectives were both down significantly...